Can I get a summary of all open tasks?

updated

January 16, 2020

Yes, there are several ways to see a summary of open items assigned to a particular team member or trade partner.

If you want a report that you can view on screen, go to the main menu. Using the "Reports" heading in the top right, you can use the "To-do Summary," "Warranty Summary," and "Schedule Summary" reports to view those specific items. You can also use the "All Tasks" and "Open Tasks" reports reports to see a combination of to-do, warranty, and schedule items. At the top of those reports, there are options for limiting the reports to specific assignees.

You can also have CoConstruct automatically e-mail a report of items each morning. For you to receive this, go to the main menu and click Settings > Personal. Find the "Send Task Summary On" section and click the days you want to receive the summary e-mail.

Partners can also receive these daily summaries. On the main menu, click Users > Partners. Click on a partner’s nickname. Click the "Edit”" button, and then adjust which days the partner receives the task summary e-mails.

 

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